Benjamin Lipp
Finance Professional
Cincinnati,OH
Summary
Motivated individual with strong work ethic and ability to work independently. Strong organizational and team collaboration skills with experience in improving processes while maintaining exceptional customer service.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work History
Private Client Banker
Key Bank
Cincinnati, OH
06.2022 - 01.2024
- Increased branch production to become highest ranked branch in market, with same branch being ranked lowest in previous year.
- Responsible for over 50% of Private Client Banker production in Cincinnati market in FY 2023 out of 5 Private Client Bankers
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients' requests.
- Assisted with comprehensive reviews of clients' financial situations, developing customized wealth management plans.
- Educated clients on potential risks and rewards associated with various investments.
Retail Banking Intern
Key Bank
Cincinnati, OH
01.2021 - 05.2022
- Cross-sold products and other lines of business.
- Helped customers with service needs, product explanations and banking.
- Maintained friendly and professional customer interactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Traveled to multiple branches in region to cover customer service needs
Independent Contract Driver
Uber
Cincinnati, OH
01.2020 - Current
- Consistently earned higher than area average by maximizing earnings per mile and fully utilizing app features paired with area knowledge
- Resolved client issues promptly, demonstrating excellent problem-solving skills and maintaining high levels of customer satisfaction.
Education
BBA - Finance
University of Cincinnati
Cincinnati, OH 08.2019 - 05.2022
Skills
FINRA Series 6 and 63
Financial Product Knowledge
Strong Work Ethic
SOP Adherence
Risk Management
Problem-solving aptitude
Cross-Selling Abilities
Timeline
Private Client Banker
Key Bank
06.2022 - 01.2024
Retail Banking Intern
Key Bank
01.2021 - 05.2022
Independent Contract Driver
Uber
01.2020 - Current
BBA - Finance
University of Cincinnati
08.2019 - 05.2022